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ZscalerZS

Cloud security · NASDAQ · USA

$216.81
Up 1.5% todayClose

Down 5.1% this year but +63.9% since June 26, ahead of the defense sector at +14.0%. Zscaler is one of 2 companies Sectivia maps in Cloud security.

Market cap
$34.8B
This year
−5.1%
1 year
−27.1%
P/E
n/a
P/S
10.4
P/B
13.4

Price vs the defense sector

since Jun 26ZSDefense sector, equal weight
Zscaler (ZS) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ZS: +63.9% from Jun 26, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%+60%Jun 26AugSepOctOct 8ZS +63.9%Sector +14.0% Zscaler (ZS) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ZS: +63.9% from Jun 26, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%+60%Jun 26AugSepOct 8ZS+63.9%Sector+14.0%

Supply chain

No suppliers or customers are mapped for Zscaler yet.

See the defense value chain →

About Zscaler

All traffic between users and applications is routed through Zscaler's cloud and inspected there. That is the zero trust model, sold as a service.

Theme exposure

Zero trustCloud securityCritical infrastructure

Products

  • Zero Trust Exchange
  • AI security & DLP
  • SASE

Competitors

Risks

  • Competition from platforms
  • High multiple

Same segment: Cloud security

Zero trust and cloud-delivered security, protecting cloud workloads and access. Segment 10 of 14 in the Defense, security & space value chain.

CloudflareNET−0.3%

Compare ZS

Side by side with the largest companies in the same segment.

ZS vs NET

See where Zscaler sits in the full Defense, security & space map: every segment from upstream suppliers to end markets, with daily metrics.

Open the Defense value chain →